National Bank of Canada’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Buy |
16,249
+1,358
| +9% | +$49.4K | ﹤0.01% | 1105 |
|
|
2025
Q1 | $492K | Buy |
+14,891
| New | +$492K | ﹤0.01% | 1076 |
|
|
2024
Q3 | – | Sell |
-900
| Closed | -$20.4K | – | 2829 |
|
|
2024
Q2 | $20.4K | Sell |
900
-132,000
| -99% | -$3M | ﹤0.01% | 1811 |
|
|
2024
Q1 | $3.31M | Buy |
132,900
+132,000
| +14,667% | +$3.29M | 0.01% | 778 |
|
|
2023
Q4 | $22.4K | Hold |
900
| – | – | ﹤0.01% | 1817 |
|
|
2023
Q3 | $19.8K | Hold |
900
| – | – | ﹤0.01% | 1826 |
|
|
2023
Q2 | $24.3K | Sell |
900
-760
| -46% | -$20.5K | ﹤0.01% | 1794 |
|
|
2023
Q1 | $57.7K | Sell |
1,660
-148,309
| -99% | -$5.15M | ﹤0.01% | 1547 |
|
|
2022
Q4 | $5.56M | Buy |
149,969
+28
| +0% | +$1.04K | 0.01% | 520 |
|
|
2022
Q3 | $4.85M | Buy |
149,941
+148,300
| +9,037% | +$4.79M | 0.03% | 473 |
|
|
2022
Q2 | $64K | Sell |
1,641
-55,221
| -97% | -$2.15M | ﹤0.01% | 1502 |
|
|
2022
Q1 | $2.06M | Hold |
56,862
| – | – | 0.01% | 711 |
|
|
2021
Q4 | $2.61M | Buy |
+56,862
| New | +$2.61M | 0.01% | 628 |
|